5月机构调研逾900家上市公司 这些行业受青睐……

Core Insights - In May 2025, the A-share market performed well, with major indices rising and over 70% of stocks increasing in value, indicating a positive market sentiment and active institutional research activities [1][2] Group 1: Institutional Research Activities - Over 900 A-share listed companies were researched by institutions in May 2025, with more than 20 companies receiving over 5 research visits each [3] - Dazhu Laser was a notable focus, receiving over 10 research visits, with institutions including public funds and brokerages participating [3] - Zhou Dasheng also had over 10 research visits, with 33 investors participating in a site visit on May 27, highlighting the interest in the company's AI initiatives and digital upgrades [4] Group 2: Industry Preferences - The electronics industry was the most favored, with 119 companies undergoing institutional research in May 2025, followed by the machinery equipment sector with 112 companies [6] - Other industries such as pharmaceuticals, basic chemicals, computers, electric equipment, and automobiles also had over 50 companies researched, indicating strong institutional interest [6] - Conversely, industries like oil and petrochemicals, beauty care, construction materials, real estate, banking, and non-bank financials were less favored, with fewer than 10 companies receiving institutional research [6]